Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Merrill Lynch Salaries. You can even request information on how much does Merrill Lynch pay if you want to. Learn about salaries, pros and cons of working for Merrill Lynch directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
tradeMONSTER February 2013 - Present
JP Morgan Chase February 2007 - February 2013
JPMorgan Chase May 2004 - February 2007
Hold Brothers On-line Investment Services, LLC August 2003 - May 2004
Self Employed July 2001 - October 2002
TD Waterhouse November 2000 - July 2001
American National Bank June 1999 - November 2000
American National Bank May 1998 - June 1999
Merrill Lynch May 1995 - August 1996
Skills
Microsoft Excel, Banking, Equities, Finance, Portfolio Management, Leadership, Securities, Investments, Mutual Funds, Financial Services, Risk Management, Fixed Income, Asset Management, Series 7
Education
Illinois State University 1993 — 1998
Bachelors, Finance
Wheeling High School 1989 — 1993
Morgan Stanley Wealth Management August 2011 - Present
Bank of America March 2009 - August 2011
Merrill Lynch October 2000 - March 2009
Citi February 1998 - October 2000
Citi February 1997 - February 1998
Skills
Structured Products, Derivatives, Capital Markets, Equity Derivatives, Alternative Investments, Wealth Management, Series 7, Commodity, Investments, Spanish, FX Options, Options, Bloomberg, Latin America, English, Hedging, Credit Derivatives, Equities, Commodities, Investment Banking, Private Banking, Bonds, Wealth Management..., Asset Allocation, Mutual Funds, Financial Structuring, Portfolio Management, Series 63, Series 24
Education
IE Business School 2009 — 2010
Master of Business Administration (M.B.A.), Executive MBA
IE Business School 2009 — 2010
Master of Business Administration (M.B.A.), Master Universitario en Direccion de Empresas
Massachusetts Institute of Technology - Sloan School of Management 2005 — 2005
Investment Program
INSTITUTO EUROPEO DE DERECHO Y ECONOMIA (INEDE) 1991 — 1996
Bachelor's Degree, Economics and Business Administration
Universidad Nacional de Educación a Distancia - U.N.E.D. 1991 — 1996
Bachelor's Degree, Economics
Life Technologies January 2014 - Present
Life Technologies January 2014 - May 2014
UBS Wealth Management August 2013 - December 2013
Opus Asset Management June 2013 - September 2013
Merrill Lynch November 2010 - May 2011
Skills
Microsoft Office, Programming, Industrial Engineering, Brazilian Portuguese, Spanish-English, C++, Visual Basic, Simulation Software, 3D Modeling, Plant Layout, Financial Risk, Financial Analysis, Matlab, Minitab, Mastercam, Simio, Lingo, SketchUp, Customer Service, PowerPoint, English, Public Speaking, Teamwork
Education
IE Business School 2015 — 2016
Dual Degree Master in Management & Master in Finance, Finance
University of San Diego 2011 — 2014
Bachelor's degree, Industrial Engineering
Pontifícia Universidade Católica do Rio de Janeiro 2007 — 2008
Bachelor of Engineering (B.E.), Industrial Engineering
Los Angeles Unified School District March 2006 - Present
Merrill Lynch June 1997 - July 2004
Skills
Curriculum Design, Lesson Planning, Classroom, Classroom Management, Differentiated..., Curriculum Development, Educational Leadership, Tutoring, Educational Technology
Education
National University
Master of Fine Arts (MFA), Digital Cinema
National University
Master of Education (M.Ed.), Single Subject (Math) Teaching Credential and Specialization in Educational Technology Core
Howard University 1988 — 1992
Bachelor of Fine Arts (BFA), Theatre/Theater
RBC Wealth Management August 2009 - Present
Merrill Lynch March 1996 - August 2009
KeyBank 2002 - 2006
Idaho State University 1962 - 1967
Education
Idaho State University 1962 — 1967
Bachelor of Arts, Political Science
Idaho State University
Master of Science (M.S.), Political Science and Government
JLL 2012 - Present
Oppenheimer & Co. Inc. 2008 - 2009
Bear, Stearns & Co. Inc. 2005 - 2008
Merrill Lynch 2001 - 2005
Goldman Sachs June 2000 - September 2000
Skills
Banking, Investments, Portfolio Management, Financial Analysis, Finance, Management, Equities, Financial Services
Education
University of Pennsylvania - The Wharton School 1999 — 2001
Master of Business Administration (MBA), Finance and Strategic Management
Howard University 1988 — 1992
Bachelor of Business Administration (B.B.A.), Accounting
University of Oregon Foundation March 2015 - Present
Umpqua Bank August 2010 - March 2015
Summit Bank April 2007 - August 2010
Merrill Lynch October 2006 - April 2007
Idaho State University October 2004 - August 2006
Convergys March 2003 - October 2004
Skills
Portfolio Management, Training, Credit, Banking, Underwriting, Loans, Team Leadership, Commercial Banking, Credit Analysis, Small Business Lending, Finance, Loan Origination, Consumer Lending, Credit Risk, Financial Analysis, Commercial Lending, Management, Risk Management, Customer Service, Investments, Lines Of Credit
Education
Idaho State University 2001 — 2006
Bachelorâs Degree, Finance, General
1st Global April 2012 - Present
1st Global October 2009 - May 2012
Epiphany Funds 2009 - 2009
Merrill Lynch 2006 - 2008
Haggar Clothing Co. 2003 - 2006
NCH 1999 - 2003
Skills
Wealth Management, Process Improvement, Strategic Financial..., Series 7, Portfolio Management, Strategic Planning, Budgets, Investments, Retirement Planning, Securities
Education
The University of Dallas 1999 — 2000
MBA, Global Business
The University of Dallas 1995 — 1999
BA, Economics
Humboldt University of Berlin 1997 — 1997
Sommerkurs
University of Düsseldorf 1997 — 1997
Sommerkurs
The University of Kiel 1996 — 1996
Sommerkurs
Cistercian Prep 1989 — 1995
Various firms June 2014 - Present
MillerCoors June 2013 - August 2013
Contigo Financial October 2012 - December 2012
Merrill Lynch January 2008 - January 2012
Merrill Lynch January 2007 - January 2008
Service Tool International April 2006 - July 2006
Skills
Marketing Strategy, Brand Awareness, Project Management, CRM, Marketing Management, Marketing, Management, Client Development, Team Leadership, Team Building, Portfolio Management, Banking, Investments, Equities, Leadership, Sales, Client Services, Client Rapport
Education
Vanderbilt University - Owen Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Concentrations: Strategy & Marketing; Specialization: Brand Management
Illinois State University 2002 — 2006
Bachelor of Applied Science (B.A.Sc.), History
Mission of Hope 2009 - Present
Regions Financial Corporation 2005 - 2012
Wells Fargo 2003 - 2005
Merrill Lynch 1996 - 2000
Education
Illinois State University
Economics (M.S.)
Millikin University
Economics (B.S.)
Liberty University
Theology (M.A.) and Pastoral Studies (M.Div)
Protected Investors of America April 2014 - Present
Fyshe Horton Finney Ltd June 2012 - April 2014
Saturna Capital Corporation March 2010 - December 2012
Ziegler February 2009 - March 2010
Merrill Lynch January 2006 - January 2009
Skills
Portfolio Management, Investments, Strategic Financial..., Wealth Management, Equities, Banking, Asset Management, Mutual Funds, Financial Analysis, Retirement Planning, Microsoft Office, Fixed Income, Investment Advisory, Strategic Planning, Derivatives, Financial Services, Management, Finance, Series 7, Asset Allocation, Series 63, Retirement, Investment Strategies, Wealth, Investment Management, Financial Advisory, Securities, Alternative Investments, Financial Planning
Education
University of Illinois at Chicago 2002 — 2004
Bachelor of Arts (B.A.), Economics
Illinois State University 2000 — 2002
Travelers June 2014 - Present
Target June 2013 - March 2014
State Farm Insurance June 2012 - May 2013
New York State Senate January 2012 - May 2012
Black and Latino Student Union, Siena College November 2011 - May 2012
New York State Museum October 2011 - May 2012
Merrill Lynch October 2011 - December 2011
Best Buy July 2010 - October 2011
Entrepreneur's Club, Hudson Valley Community College January 2009 - May 2011
Skills
Team Leadership, Microsoft Office 2007, Telephone Skills, PowerPoint, Outlook, Word, Time Management, Budgets, Sales, Leadership, Analysis, Customer Satisfaction, Finance
Education
Siena College 2011 — 2013
Bachelor's degree, Accounting
Hudson Valley Community College 2009 — 2011
Associate of Science (AS), Business Administration and Management, General, 3.8
Quad Cities Investment Group 2010 - Present
UBS 2006 - 2009
Piper Jaffray 2001 - 2006
Merrill Lynch 2000 - 2001
Education
Illinois State University 1980 — 1985
Bachelor of Science with Honors, Biological Sciences, Chemistry
AT&T April 2014 - Present
AT&T Mobility February 2012 - March 2014
AT&T Mobility August 2011 - February 2012
Big Media Group: Media Plus Consulting May 2011 - June 2011
Merrill Lynch January 2011 - June 2011
HSBC June 2008 - November 2010
Law Offices of Graham Vaage LLP June 2010 - August 2010
Los Angeles Superior Court June 2009 - September 2009
Skills
Leadership, Sales, Cross-functional Team..., Business Development, Financial Analysis, Real Estate, Strategy, Management, Marketing
Education
University of Southern California 2007 — 2011
BA
IESE Business School - University of Navarra 2011 — 2011
Williamson Financial Group 2009 - Present
Merrill Lynch 1999 - 2001
Edward Jones 1996 - 1999
Skills
Strategic Planning, Retirement Planning, Strategic Financial..., Business Strategy, Contract Negotiation, Program Management, Management, Financial Analysis, Business Planning, Investments, Asset Allocation, Risk Management, Small Business, CRM, Finance, Entrepreneurship, Mergers & Acquisitions, Leadership, Managerial Finance, Sales, Start-ups, Insurance, Tax, Strategy, New Business Development, Management Consulting
Education
Aji Network 2006 — 2008
Business Professional Course
Humboldt State University 1994 — 1996
Bachelor of Science
Elk Grove High School 1988 — 1991
Merrill Lynch October 2011 - Present
Morgan Stanley February 2008 - October 2011
Bank of America Investment Services October 2006 - February 2008
Wells Fargo August 2005 - October 2006
Skills
Series 7, Series 66, Insurance, Events Coordination, Volunteer Management, Training, Leadership, Financial Analysis, Wealth Management, Microsoft Office
Education
IÉSEG School of Management 2002 — 2002
Study Abroad, International Business
The University of Texas at El Paso 2000 — 2002
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Wells Fargo Advisors, LLC August 2010 - Present
Merrill Lynch November 2007 - August 2010
Skills
Investments, Finance, Retirement Planning, Customer Service, Financial Services, Mutual Funds, Financial Analysis
Education
Idaho State University 1975 — 2008
B of A Degree, Education
Greys Harbor Community College 1973 — 1975
General Studies
Kennewick High School 1970 — 1973
High School Diploma, General
HSBC Head of Wholesale and Markets Risk Analytics HSBC USA.MD, Head of Wholesale and Markets Risk Analytics HSBC USAHSBCApril 2013 - Present
HSBC March 2012 - April 2013
HSBC January 2009 - March 2012
HSBC September 2007 - January 2009
Citi July 2005 - September 2007
Merrill Lynch July 2000 - August 2005
Citi September 1999 - July 2000
Ascom Timeplex December 1996 - September 1999
Skills
Credit Risk, Market Risk, Financial Risk, Derivatives, Risk Management, Basel II, Capital Markets, Financial Modeling, Fixed Income, Liquidity Risk, Credit Derivatives, FX Options, Structured Products, Financial Analysis, Portfolio Management, Banking, Operational Risk..., Operational Risk, Quantitative Finance, Credit, Financial Markets, Counterparty Risk, Investment Banking, Bloomberg, Equity Derivatives, Risk Analytics, VAR, Hedge Funds, Enterprise Risk..., Analytics, Structured Finance, Equities, Trading, Interest Rate..., Stress Testing
Education
The University of Connecticut 1992 — 1996
Doctor of Philosophy (Ph.D.), Electrical and Systems Engineering
Huazhong University of Science and Technology 1982 — 1985
Master's degree, Electrical Engineering
Huazhong University of Science and Technology 1978 — 1982
Bachelor's degree, Automatic Control Engineering
University of Pennsylvania - The Wharton School
SunGard Global Services March 2012 - Present
Biyani Photography September 2006 - Present
Biyani Design May 2005 - Present
ERCOT February 2008 - March 2012
HSBC April 2006 - February 2008
The University of Texas at Austin October 2003 - April 2006
Merrill Lynch May 2003 - August 2003
Skills
Market Entry, EDI, Certification Testing, Oracle SQL, PL/SQL, Lodestar, Project Management, Testing, Mercury Test Tools, Business Analysis, SQL, Databases, Analysis, Visio, SDLC, Data Analysis, Energy, Business Intelligence, Process Improvement, SharePoint, Microsoft Office, Marketing, Management, HTML, Change Management, Quality Center, Mercury QuickTest Pro, Business Process..., Training, Business Process, Requirements Gathering, Requirements Analysis, Software Documentation, Software Project..., Project Planning, Integration, Agile Methodologies, Access, MS Project, Data Warehousing, Microsoft SQL Server, Quality Assurance, PMP, Program Management, Vendor Management, IT Strategy, Oracle, Enterprise Architecture, Consulting, CRM
Education
The University of Texas at Austin 2002 — 2005
Bachelors, Economics
Illinois Institute of Technology 2001 — 2002
Oracle October 2014 - Present
VMware April 2010 - August 2014
Corporate Search Partners September 2008 - April 2010
Merrill Lynch June 2006 - January 2008
Google, Inc. December 2004 - June 2006
California State Automobile Association October 2003 - November 2004
Apple Computer Inc. January 2002 - January 2003
Intuit 2003 - 2003
Lucent Technologies December 1999 - January 2002
Nortel Networks (Bay Networks) 1996 - 1999
Skills
Executive Search, Workforce Planning, Recruiting, Talent Management, Strategic Sourcing, Leadership, Technical Recruiting
Education
Illinois State University
B.S., Marketing
University of California, San Francisco
M.S., Organizational Development
Guggenheim Partners Latin America, Inc August 2012 - Present
Merrill Lynch March 2008 - July 2012
Merrill Lynch January 2003 - February 2008
Merrill Lynch October 2001 - December 2002
Skills
Portfolio Management, Fixed Income, Alternative Investments, Investments, Equities, Wealth Management, Investment Management, Private Equity, Options, Private Banking, Finance, Bloomberg, Hedge Funds, Asset Management, Capital Markets
Education
IE Business School
MBA, International Business and Corporate Finance
Universidad ORT Uruguay
Business Administration and Management, General
Financial Consulting Services, Inc. March 2012 - Present
Morgan Stanley Smith Barney January 2008 - March 2012
Merrill Lynch January 2003 - January 2008
Skills
Portfolio Management, Retirement Planning, Alternative Investments, 401k Rollovers
Education
Illinois Institute of Technology 2000 — 2001
Master's of Science in Financial Markets
St. Norbert College 1993 — 1997
Bachelor of Business Administration (B.B.A.)
Hard Times Quick Stop, LLC April 2014 - Present
OpenBook by Yellowstone Hotel Systems May 2013 - Present
Accelerate Ventures November 2012 - April 2013
CH2M HILL May 2009 - October 2012
Battelle Energy Alliance June 2006 - May 2009
Insight Financial 2001 - 2003
Merrill Lynch January 1999 - December 2000
Missao Brasil Rio De Janeiro 1983 - 1984
Skills
Contract Management, Strategic Planning, Microsoft Excel, Project Management, Sales, Project Planning, Research, Operations Management, Business Strategy, Accounting, Financial Reporting, Change Management, Team Leadership, Management Consulting, Start-ups, Program Management, Analysis, Risk Management, Budgets, Management, Strategy, Data Analysis, Forecasting, Leadership, Team Building, Training, Process Improvement
Education
Idaho State University 1986 — 1989
Bachelor of Business Administration (BBA), Finance, General
Wells Fargo Advisors February 2009 - Present
Merrill Lynch January 2001 - February 2009
Morgan Stanley July 1994 - January 2001
Skills
Uniform Combined State..., Wealth Management, Retirement Planning, Asset Allocation, Mutual Funds, Alternative Investments, Investment Strategies, Fixed Income, Equities, Wealth Management..., 401k Rollovers, Series 63, Series 65, Retirement, Portfolio Management, Investments, Insurance, Finance, Strategic Financial..., Securities, Financial Planning
Education
Illinois State University 1989 — 1993
Bachlors of Science, Finance
Dell May 2015 - August 2015
A.T. Kearney January 2015 - April 2015
Investment Company Institute June 2011 - April 2014
Goodman & Company February 2011 - April 2011
Merrill Lynch June 2010 - September 2010
Skills
SQL, Microsoft Office, Tax Preparation, Research, Data Analysis, Statistics, Analysis, Microsoft Excel, Financial Modeling, Financial Analysis
Education
Howard University 2014 — 2016
Master of Business Administration (M.B.A.), Finance/ Supply Chain Management
University of Maryland - Robert H. Smith School of Business 2009 — 2011
Bachelor's Degree, Accounting
Booz Allen Hamilton October 2014 - Present
Barclays Capital February 2011 - September 2012
Barclays Capital August 2009 - February 2011
Barclays Capital September 2008 - February 2011
Lehman Brothers April 2007 - September 2008
Merrill Lynch July 2005 - April 2007
Mercer January 2004 - July 2005
Skills
Finance, Fixed Income, Bonds, Treasury, Prime Brokerage, Financial Analysis, Capital Markets, Financial Reporting, Financial Markets, GAAP, General Ledger, US GAAP, IFRS, Hedging
Education
Yale University - Yale School of Management 2013 — 2014
Master of Advanced Management (MAM)
IE Business School 2012 — 2014
Master of Business Administration (MBA)
University of Richmond 1999 — 2003
Bachelor of Science in Business Administration, Finance and International Business
University of Richmond 1999 — 2003
Bachelor of Arts, Spanish
Kaizen Medical Solutions February 2009 - May 2010
Longitude Capital January 2008 - August 2008
San Francisco Suicide Prevention August 2006 - June 2007
McKesson Corporation December 2005 - June 2007
GESD Capital Partners February 2004 - December 2005
Merrill Lynch July 2000 - June 2002
Skills
Venture Capital
Education
IESE Business School 2009 — 2009
Northwestern University - Kellogg School of Management 2007 — 2009
University of California, Berkeley 1996 — 2000
BA, Molecular Cell Biology and Business
EY October 2015 - Present
Greenleaf Capital Partners June 2013 - October 2015
Moloney Securities Asset Management October 2012 - June 2013
Saint Louis University May 2012 - October 2012
First Bankers Trust Company July 2010 - August 2011
First Bankers Trust Company May 2009 - July 2010
Merrill Lynch May 2008 - January 2009
A.G. Edwards & Sons, Inc. May 2005 - August 2007
Skills
Investments, Financial Analysis, Due Diligence, Mergers & Acquisitions, Portfolio Management, Financial Modeling, Risk Management, Valuation, Banking, Analysis, Securities, Private Equity, Legal Research, Credit Analysis, Investment Banking, Employment Law, Mutual Funds, Special Purpose...
Education
Saint Louis University School of Law 2011 — 2014
J.D., Law, Top 20%
Quincy University 2010 — 2011
MBA, Business Administration and Management, General
Illinois College 2007 — 2010
B.S., Economics, Finance
Quincy Notre Dame
EarthFIT LLC August 2009 - Present
Habersham Community Steering Committee January 2013 - December 2014
Habersham Merchant Council January 2011 - December 2013
UBS Global Asset Management July 2005 - July 2009
UBS Investment Bank July 2004 - July 2005
Merrill Lynch June 2003 - August 2003
Goldman Sachs June 2001 - August 2001
Skills
Strength & Conditioning, Editing, Presentation Development, CRM, Budgets, Investment Banking, Hedge Funds, Investments, Strategic Planning, Marketing, Customer Service, Financial Analysis, Finance, Management, Training, Leadership, Logistics
Education
Howard University 2000 — 2004
Bachelor of Business Administration (BBA), Finance, General
St. Stephen's College, Trinidad 1992 — 1999
Ordinary (CXC) and Advanced Level high school diploma, Business
Merrill Lynch September 2014 - Present
Lifeline New York April 2014 - September 2014
Freelance November 2013 - April 2014
Corbin-Hillman Communications September 2012 - November 2013
3Doodler February 2013 - April 2013
National Geographic Retail Store May 2012 - July 2012
The Public Broadcasting Service of Vojvodina February 2011 - August 2011
Communication Direction Center February 2008 - August 2010
Vojvodjanski magazin January 2010 - July 2010
Skills
Corporate Communications, Foreign Languages, Public Speaking, PowerPoint, Visual Basic, Strategic Communications, Brand Management, Leadership, Strategy, Editing
Education
IE (Instituto de Empresa) 2011 — 2012
Master's degree, Corporate Communication
University of Bologna 2010 — 2011
Exchange student, Communication and Media Studies
University of Novi Sad, Serbia 2007 — 2011
Bachelor with Honours, Communication, Journalism, and Related Programs, 3.86
CIBC May 2011 - Present
CIBC June 2010 - May 2011
CIBC November 2008 - May 2010
Merrill Lynch January 2007 - July 2008
Dresdner Bank July 1999 - December 2006
Deutsche Bank March 1997 - July 1999
Banque Indozuez March 1994 - March 1997
Skills
Equity Derivatives, Fixed Income, Financial Structuring, Commodity, Rates, Electronic Trading, Emerging Markets, Foreign Exchange, Credit, Quantitative Analytics, Credit Derivatives, Structured Products, Swaps, FX Options, Capital Markets, Derivatives, Market Risk, Investment Banking, Bonds, Hedging, Trading, Financial Markets, Options, Equities, Currency, Investments, Risk Management, Prime Brokerage
Education
Institut d'Administration des Entreprises 1993 — 1994
DU, GERIF (Risk Management and Financial Instruments)
IAE FRANCE - Écoles Universitaires de Management 1992 — 1993
DESS, CAAE (finance, financial mathematics, accounting)
Université de Toulouse-le-Mirail (Toulouse II) 1991 — 1992
Bsc, Economics and econometrics
Robert W. Baird & Co. January 2015 - Present
Robert W. Baird May 2009 - Present
Stanford Group Company April 2008 - February 2009
Pacific Growth Equities 2007 - 2008
Merrill Lynch 2003 - 2006
Skills
Alternative Investments, Bloomberg, Asset Management, Capital Markets, Due Diligence, Emerging Markets, Corporate Finance, Equities, Equity Research, Financial Analysis, Financial Modeling, Hedge Funds, Investment Banking, Investments, Mergers, Portfolio Management, Private Equity, Research, Valuation, Venture Capital
Education
CFA Institute
CFA
Grissom
Humboldt State University
BA, Economics/Mathematics
University of Alabama
BA, Economics/Mathematics
University of California, Santa Barbara
MA, Economics
MCA Partners April 2009 - Present
Bank of America Merrill Lynch December 2007 - January 2009
UBS Wealth Management 1999 - 2007
Merrill Lynch 1998 - 1999
Coopers & Lybrand 1998 - 1998
The World Bank 1997 - 1997
Skills
Mergers & Acquisitions, Corporate Finance, Restructuring, Start-ups, Strategic Financial..., Joint Ventures, Real Estate, Financial Advisory, Investments, Equities, Investment Banking, Portfolio Management, Asset Management, Wealth Management, Fixed Income
Education
Universitat de Barcelona 2012 — 2019
ADE, CDES Abat Oliba, San Pablo CEU
IESE Business School - University of Navarra 2008 — 2009
PDG, Advance Management Program
2001 — 2003
EMBA, Corporate Finance
The University of Chicago
Vaxa Inc. January 2007 - April 2015
GoHealth April 2013 - April 2014
Lakeland College June 2010 - June 2012
A2 Gestion Asset Management January 2004 - December 2005
Credit Agricole CIB January 2001 - December 2003
Merrill Lynch February 2000 - December 2000
State Street Global Advisors January 1999 - December 1999
Rothschild June 1997 - October 1997
Credit Agricole June 1996 - October 1996
Cetelem January 1996 - April 1996
Skills
Equity Research, Portfolio Management, Stock Picking, Trading, Mergers, RFP, Equity Valuation, Asset Management, Equities, Investments, Valuation, Fundamental Research, Hedge Funds, Industry Analysis, Fixed Income, Financial Modeling, Investment Banking, Due Diligence, DCF, Private Equity, Asset, Risk Management, Asset Allocation, Wealth Management, Capital Markets, Investment Strategies, Bonds, Alternative Investments, Business Valuation, Divestitures, Dispositions, Buy-side, Value Investing, Financial Planning, Corporate Finance, RFI, Mutual Funds, Securities, Stocks, Equity Trading, Derivatives, Asset Managment, Mergers & Acquisitions, Strategy, Management Consulting, Competitive Analysis, Financial Analysis, Financial Markets, Finance, Emerging Markets
Education
Hult International Business School 2006 — 2007
Master of Business Administration (M.B.A.), Global Business Administration, GPA 3.5 over 4
Université Paris Dauphine 1999 — 2001
Doctor of Philosophy (Ph.D.), Finance, All but Dissertation
Université Paul Cézanne (Aix-Marseille III) 1997 — 1998
Master's Degree, MPhil in Banking & Finance, 3.6 over 4
CERAM Sophia Antipolis 1995 — 1997
Master's Degree, MS in Management, 3.8 over 4
Université Pierre Mendès-France (Grenoble II) 1991 — 1995
BS & BA, Economics and English (respectively), 3.6 over 4
Moss Adams Wealth Advisors LLC March 2001 - Present
Wells Fargo Center for the Arts February 2009 - February 2013
Merrill Lynch September 1997 - March 2001
Pacific LifeCare Corporation January 1990 - September 1997
Santa Rosa Chamber of Commerce 1985 - 1990
Education
Humboldt State University 1976 — 1981
BS, Business Administration, Minor Economics
Accenture June 2014 - Present
Bank of America November 2013 - Present
GSI Commerce February 2012 - September 2012
Merrill Lynch April 2011 - December 2011
Dow Jones July 2010 - February 2011
myLEADERBOARD November 2007 - January 2010
myLEADERBOARD November 2007 - January 2010
Camden Board of Education 2007 - 2010
Trump Entertainment May 2007 - November 2007
LG Electronics October 2005 - November 2005
Skills
XML, CSS, JavaScript, jQuery, Databases, Web Applications, HTML, PHP, SQL, Mobile Applications, Microsoft Office, Dreamweaver, HTML 5, Visio, E-commerce, ActionScript, Operating Systems, Web Development, XHTML, OS X, Apache, Flash, Programming, ASP.NET, VBA, Web Design, Adobe Creative Suite, JSON, Access, MySQL, Windows, NetBeans, Aptana, Database Management, AJAX, Photoshop, Mac OS X, Visual Studio, Visual Basic, MS Project, ASP, Eclipse, Documentation, iPhone, Mobile, Analytics, AngularJS, HTML5, Software Documentation
Education
Tulane University - A.B. Freeman School of Business 2004 — 2006
MBA, Information Systems and Accounting
University of Pennsylvania - The Wharton School 2005 — 2005
MBA, Information Systems
Howard University 1994 — 1999
BS, Chemistry
Camden High School 1990 — 1994
Diploma, College Prep
Stelac Advisory Services January 2015 - Present
Stelac Advisory Services January 2014 - January 2015
Oenomedia November 2013 - December 2013
Chateaneuf-du-Pape September 2013 - November 2013
Property Partners, LLC May 2013 - August 2013
Richter International Fellowship November 2012 - June 2013
Hamilton Research Fellowship August 2012 - June 2013
Southern Methodist University April 2012 - June 2013
Merrill Lynch December 2011 - June 2013
Louis Vuitton May 2012 - August 2012
Education
IESE Business School - University of Navarra
Master of Business Administration (M.B.A.)
Southern Methodist University 2009 — 2013
B.S., B.A., minor
Vrije Universiteit Brussel 2011 — 2012
Oxford University 2011 — 2011
SMU-In-South of France 2011 — 2011
Université Paris Sorbonne (Paris IV) 2010 — 2010
Alliance Française 2009 — 2009
The Juilliard School 2009 — 2009
Bishop T. K. Gorman Catholic High School 2006 — 2009
High School
Tyler Junior College 2008 — 2008
Fresh October 2014 - Present
Louis Vuitton Malletier April 2010 - September 2014
PricewaterhouseCoopers Advisory February 2008 - April 2010
PricewaterhouseCoopers Aarata (Tokyo) December 2006 - January 2008
PricewaterhouseCoopers Advisory September 2003 - December 2006
Made In Museum August 2002 - October 2002
Merrill Lynch January 2002 - June 2002
Citibank July 2001 - December 2001
Louis Vuitton - LV Bordeaux Store November 2000 - May 2001
Louis Vuitton - LV Nice Global Store July 2000 - August 2000
Skills
Internal Controls, Sarbanes-Oxley Act, Internal Audit, Auditing, Process Improvement, Financial Audits, IT Audit, Retail, E-commerce, Operational Efficiency, Store Operations, Business Process, Financial Analysis
Education
École Supérieure de Commerce de Bordeaux 1999 — 2003
Hult International Business School 2003 — 2003
former Arthur D. Little School of Management - Boston
Morgan Stanley Alternative Investment Partners 2012 - Present
Goldman Sachs 2010 - 2012
Merrill Lynch 2008 - 2009
Skills
Financial Modeling, Valuation, Equities, Alternative Investments, Private Equity, Bloomberg, Investment Banking, Hedge Funds, Financial Analysis, Capital Markets, Corporate Finance, Asset Managment, Investments, Portfolio Management, Due Diligence, Fixed Income, Derivatives, Series 7, Securities, Fund Of Funds, Asset Management, Investment Management, Equity Research
Education
Howard University 2004 — 2008
Bachelor of Business Administration (BBA), Accounting
Horizon Lines March 2011 - Present
Glowpoint, Inc. November 2010 - January 2011
Clearwire February 2010 - July 2010
American Airlines March 2006 - December 2009
CIBC September 2005 - March 2006
UTStarcom July 2004 - September 2005
Great-West Life February 2004 - October 2004
Unified communications May 2001 - January 2004
AT&T Wireless November 2000 - May 2001
Merrill Lynch May 1999 - November 2000
Skills
VoIP, Unified Communications, Cisco Technologies, IP, Switches, IVR, CTI, Call Center, SIP, Telecommunications, Network Architecture, Data Center, Cloud Computing, Integration, Virtualization, Cisco IOS, Cisco Routing &..., Cisco Call Manager, Microsoft Exchange, Telephony, TCP/IP, Active Directory, Avaya, Microsoft Certified..., OCS 2007, Lync Server 2010, lync server 2013, Call Centers, Avaya Technologies
Education
Sun Yat-Sen University 1987 — 1990
Master degree, Computer and Bio-medical engineering
Huazhong University of Science and Technology 1983 — 1987
BS.E.E., Electronic Information technology
J.P. Morgan March 2010 - Present
Merrill Lynch February 2008 - March 2010
Skills
Customer Service, Windows, Outlook, Budgets, Strategic Planning, Negotiation, Event Mana, Event Planning, Event Management..., Event Marketing Strategy, Logistics Management, Project Management, Operations Management, Marketing Communications, Websites, bud, Roadshows, LATAM, Multi Tasking, Client Service Oriented, International Logistics, Bloomberg, Equity Research
Education
IBMEC - SP
WDF Inc December 2014 - Present
SmartWatt Energy, Inc. December 2013 - November 2014
SmartWatt Energy, Inc. July 2010 - November 2014
NYS Department of Tax & Finance January 2010 - June 2010
Merrill Lynch February 2009 - May 2009
East Shore Partners January 2009 - May 2009
Siena College September 2008 - May 2009
Red Robin Gourmet Burgers & Spirits August 2004 - March 2008
Ukrainian Saturday School September 2003 - May 2005
Skills
Accounting, Finance, Accounts Receivable, Financial Analysis, Microsoft Excel, Budgets, Accounts Payable, Management, Tax, Financial Accounting, Cash Management, QuickBooks, Customer Service, Corporate Credit, American Express, International Shipping, Use Tax, Sales Tax, WIP, Energy Conservation, Energy, Contract Management, Process Scheduler, Cash Flow, Investments, Forecasting, Account Reconciliation, Cash Flow Management, Budgeting, Budget Analysis, Budget Tracking, P&L Oversight, Avalara, JD Edwards, Financial Reporting, Analysis, Financial Statements, Hyperion HFM, Hyperion Financial...
Education
Siena College 2007 — 2009
B.S., Finance
Hudson Valley Community College 2005 — 2007
A.A.S, Busines Administration
Synergy Home Care of the Emerald Coast August 2011 - Present
Merrill Lynch September 2009 - January 2011
Mutual Savings Credit Union February 2001 - July 2009
Alabama Credit Union League October 1988 - January 2001
Governmental Affairs October 1988 - January 2001
Skills
Cross-functional Team..., Loans, Public Relations, Executive Management, Long-term Care, Management, Program Management, Marketing, Sales, Strategic Financial..., Healthcare, Care planning, Recruiting, Full P&L Responsibility, Strategic Planning, Business Strategy, Home Care, Senior Services, Independent Living, Team Building, Training, P&L Management, Leadership, Sales Management, Budgets, Leadership Development, Care Planning, Policy, Entrepreneurship, Seniors, Employee Training, Elder Care, Organizational..., Business Development, Accounting, New Business Development, Business Planning, Change Management, Strategic Partnerships, Process Improvement, Lead Generation, Coaching, Start-ups, Sales Operations, Marketing Strategy, Public Speaking, Healthcare Industry, Small Business, Strategy, Finance
Education
Huntingdon College 1983 — 1987
B.A, Finance and History
Pelham High School 1980 — 1983
Lincolnshire Management September 2011 - Present
Comparaencasa.com 2010 - 2011
Barwa Real Estate Group 2008 - 2010
Blomfield Corporate Finance 2006 - 2008
Merrill Lynch 1999 - 2004
Education
IESE Business School
University of Oxford
Bank of America Merrill Lynch January 2005 - Present
Merrill Lynch June 2003 - January 2005
Merrill Lynch June 1998 - June 2003
IMA Plus December 1997 - June 1998
Blue Cross and Blue Shield July 1996 - December 1997
TSYS April 1994 - July 1996
Fortune Insurance September 1993 - April 1994
Skills
Architectures, Risk Management, Enterprise Content..., Project Management, Data Warehousing, SDLC, Architecture, Vendor Management, Strategic Planning, Portfolio Management, Software Engineering, Enterprise Software, Financial Services, Six Sigma, Asset Management, Business Analysis, Leadership, Records Management, Software Development, IT Strategy, Enterprise Architecture, Business Process..., Fixed Income, Requirements Analysis, Information Technology
Education
University of Maine 1991 — 1993
Bachelors Degree in Computer Science, Computer Science
Husson College 1987 — 1989
Bachelors Degree in Business Administration, Business Administration and Management, General
Left Hand Logic July 2011 - Present
Instituto de Empresa April 2010 - June 2011
Bank of America Merrill Lynch January 2011 - March 2011
Merrill Lynch July 2005 - October 2009
Merrill Lynch May 2004 - August 2004
Education
IE Business School 2010 — 2011
IMBA
Villanova University 2001 — 2005
Villanova University, Bartley School of Business
Bachelor of Science, Business Administration
Impact Technology International January 1992 - Present
Merrill Lynch May 1992 - November 1999
The Chase Manhattan Bank March 1989 - May 1992
Skills
Management Consulting, SDLC, Business Intelligence, Management, Project Portfolio..., Software Project..., Business Analysis, Integration, Banking, IT Strategy, Business Process, Enterprise Architecture, IT Management, Strategy, Business Process..., Cross-functional Team..., ITIL, Solution Architecture, IT Service Management, Outsourcing, Enterprise Software, Vendor Management, Program Management
Education
Illinois Institute of Technology 1976 — 1978
MBA, Information Technology
Gate Gourmet January 2011 - Present
BroadReach Healthcare 2007 - 2010
Freddie Mac 2006 - 2007
DBM 1999 - 2006
Transitions Consulting, LLC 1996 - 2006
Deutsche Bank 1995 - 1996
Merrill Lynch 1988 - 1995
Citicorp Investment Bank 1982 - 1988
Skills
Talent Management, Performance Management, Leadership Development, Coaching, Change Management, Organizational..., Recruiting, Leadership, Training, Executive Coaching, Talent Acquisition, Program Management, Organizational..., Management Consulting, Employee Relations, Strategic Planning, Budgets, Instructional Design, Management, Project Management, Staff Development, Business Planning
Education
Illinois Institute of Technology
BS
Kellogg School of Management
MBA
Greenway Health June 2015 - Present
Gerson Lehrman Group April 2012 - Present
Nomura Securities November 2009 - April 2012
Merrill Lynch July 2008 - November 2009
Skills
Equities, Fixed Income, Financial Analysis, Capital Markets, Corporate Finance, Investment Banking, Quantitative Analytics
Education
New York University, Stern School of Business 2012 — 2014
Master of Business Administration (MBA), Finance & Strategy
Washington University in St. Louis 2006 — 2008
BSBA, Finance
Washington University in St. Louis - Olin Business School 2006 — 2008
BSBA, Finance
湖南大学 2004 — 2006
Bachelor of Science (BS), Finance
Credit Suisse April 2015 - Present
Citi Group April 2010 - Present
Merrill Lynch October 2009 - April 2010
IBM September 2001 - November 2009
Bell Laboratories July 1997 - September 2001
Pfizer January 1991 - June 1997
Skills
PMP, SDLC, PMO, Integration, MS Project, Business Analysis, ITIL, Program Management, Programme Governance, Enterprise Risk..., Performance Metrics, Quality Management, Management Consulting, Process Improvement, IT Operations Management, Pipeline Management, Microsoft Project, Project Management, Requirements Analysis, Management, Resource Management, Software Project...
Education
Illinois Institute of Technology 1988 — 1990
M.S, Engineering
Digital Target Marketing January 2014 - Present
Digital Target Marketing January 2011 - December 2013
Digital Target Marketing March 2010 - December 2010
Digital Target Marketing March 2009 - March 2010
Starcom MediaVest Group- Spark Communications September 2008 - December 2008
The Daily Vidette May 2007 - May 2008
iTransfer.org May 2007 - October 2007
Merrill Lynch January 2007 - May 2007
Skills
Advertising, Digital Strategy, Digital Marketing, Media Planning, Media Buying, E-commerce, Web Analytics, Email Marketing, Direct Response, Programmatic Buying, PPC, Affiliate Marketing, Lead Generation, SEM, Online Advertising, Marketing, Social Media Marketing, Marketing Strategy, Google Adwords, Digital Media, SEO, Online Marketing, Direct Marketing, Social Media, Strategy, Interactive Marketing, Google Analytics, Mobile Marketing, Web Marketing, Integrated Marketing, Mobile Advertising, Online Lead Generation, Online Video Marketing, Online Video Strategy, Display Advertising, Copywriting, Search Advertising
Education
Illinois State University 2004 — 2008
B.S. Integrated Marketing Communications, Marketing/Advertising
Coal City High School
Rodan + Fields Dermatologists April 2012 - Present
TheSpunkyMonkey.com January 2008 - May 2013
Banc of America Investments July 2000 - November 2002
Bank of America October 1999 - July 2000
Merrill Lynch August 1997 - October 1999
Skills
Social Media, Online Marketing, Customer Service, Writing, Customer Relations, Event Planning, Social Media Marketing, Newsletters, Social Networking, Research, SEO, E-commerce, Excel, Word, Financial Planning, Outlook, Photo Editing, Planning, Time Management
Education
Dance Trance NB 1999 — 2012
Jacksonville University 1994 — 1996
BS, Athletic Training
Illinois State University 1992 — 1994
general studies
Normal Community High School 1990 — 1992
Dipoma, College Prep
CME Group July 2006 - Present
Deutsche Bank March 1996 - June 2006
Merrill Lynch July 1990 - March 1996
Skills
Futures and Options..., Futures, Trading, Commodity, Options, Trading Systems, Fixed Income, Electronic Trading, Derivatives, Risk Management, Hedging, Financial Markets, Proprietary Trading, Technical Analysis, Valuation, Hedge Funds, Trading Strategies, Futures Trading, FX Options, Market Data, Bonds, Equities, Financial Services
Education
Illinois Institute of Technology 1996 — 2000
Master's degree, Financial Markets and Trading
University of Illinois at Urbana-Champaign 1983 — 1986
Bachelor's degree, Agricultural Economics
First Brokerage America March 2012 - Present
Goshen Retirement Consultants December 2005 - March 2012
TheBank of Edwardsville June 2003 - December 2005
Morgan Stanley Smith Barney June 2001 - June 2003
Edward Jones October 1998 - June 2001
Merrill Lynch March 1997 - October 1998
AG Edwards September 1995 - February 1997
Edward Jones August 1990 - September 1995
Skills
Long-term Care, Retirement Planning, Mutual Funds, Insurance, Sales, Financial Analysis, Investments, Customer Service, Loans, Banking, Credit, Health Insurance, Budgets, Mortgage Lending, Commercial Lending
Education
Illinois State University 1985 — 1990
B.S., Accounting
Citi 2014 - Present
Merrill Lynch September 2011 - June 2013
US Securities and Exchange Commission November 2010 - September 2011
Goldman Sachs 2010 - 2010
Merrill Lynch June 2008 - August 2008
Skills
Strategy, Financial Modeling, Econometrics, Valuation, Economics, Analytics, Business Strategy, Corporate Finance, Stata, Analysis, Management Consulting, Financial Risk, Derivatives, Statistics, Emerging Markets, Quantitative Analytics, Portfolio Management, Finance, Financial Analysis, Quantitative Finance, Equities, Fixed Income, Hedge Funds, Bloomberg, Investments, Investment Banking, Capital Markets, Financial Markets
Education
Northwestern University - Kellogg School of Management 2003 — 2009
PhD, Financial Economics
The London School of Economics and Political Science (LSE) 2002 — 2003
MS, Econometrics and Mathematical Economics
Institute for Pure and Applied Math - IMPA 2000 — 2002
MA, Mathematics
Ibmec 1996 — 2000
Bachelor's, Economics
Self Employed May 2010 - Present
Merrill Lynch 1983 - 1998
Commerce Bank, N.A. 1979 - 1983
Education
University of Missouri-Columbia 1975 — 1978
B.S. B.A., Dual Degrees: Marketing and Management
Illinois State University 1974 — 1975
Merrill Lynch July 2011 - Present
Quantifi Solutions July 2009 - July 2011
AVM LP July 2008 - December 2008
AVM LP January 2008 - July 2008
Northeastern Illinois University September 2007 - December 2007
Illinois Institute of Technology January 2004 - September 2007
Skills
Quantitative Finance, Matlab
Education
Illinois Institute of Technology 2004 — 2009
PhD, Applied Math
Northeastern Illinois University 2001 — 2003
MBA, Finance
R A Pitchford July 2008 - Present
Merrill Lynch, placed through Rose International April 2013 - September 2014
Merrill Lynch June 2004 - June 2008
Merrill Lynch June 1999 - May 2004
Howard Johnson & Company (HJCo), Chicago, IL June 1994 - October 1999
William M. Mercer, Inc. 1989 - 1994
Skills
Employee Benefits, Video, Retirement, Defined Benefit, Internal Communications, Presentation Development, Communications Strategy, Strategic Communications, Editing, Retirement Planning, Marketing, Strategy, Marketing Strategy, Corporate Communications, Editorial, Copywriting, Project Management, Newsletters, Leadership, Marketing Communications, Blogging, Content Development
Education
University of Wisconsin-Madison 1980 — 1983
M.A., Communication Arts
Illinois State University
B.S. (ed.), History, English
Daiichi Sankyo May 2008 - Present
Merrill Lynch September 2003 - May 2008
Merrill Lynch May 1999 - September 2003
Skills
Pharmaceutical Sales, Cardiology, Product Launch, Sales, Diabetes, Sales Force Development, Cold Calling, Sales Management, Territory Management, Business Planning, Sales Presentations, Managed Care, B2B, Endocrinology, Team Leadership, Marketing Strategy, Sales Operations, Hypertension, Sales Effectiveness, Urology, Cholesterol, Data Analysis, Financial Analysis, Mortgage Underwriting, Wholesale Lending, Competitive Analysis, Market Analysis, Management, Selling, Pharmaceutical Industry, Consultative Selling, Strategic Planning, Cardiovascular, Business-to-Business..., Atrial Fibrillation, Pain Management, Orthopedics
Education
Illinois State University
Bachelor of Science (B.S.), Marketing
Gulf Coast Tubulars June 2007 - Present
ERMI Inc. August 2006 - May 2007
Merrill Lynch May 2005 - December 2005
Skills
Petroleum, Sales, Marketing Communications, Account Management, Microsoft Office, New Business Development, Customer Service, Strategic Planning, Public Relations, Sales Management, Social Media, Negotiation, Management, Microsoft Excel, Advertising, Business Development, Social Media Marketing, Team Leadership
Education
Texas Christian University 2004 — 2007
Bachelor of Applied Science (B.A.Sc.), Public Relations, Advertising
Idaho State University 2003 — 2004
Real Estate Investment Services February 2015 - Present
John L Scott Real Estate June 2014 - February 2015
REACH September 2013 - August 2014
Tacoma Goodwill Industries May 2013 - November 2013
Tacoma Public Utilities June 2013 - August 2013
Merrill Lynch June 2009 - August 2010
Skills
Career Development, Resume Writing, Job Coaching, Leadership Development, Job Search Strategies, Coaching, Training, Recruiting, Workshop Facilitation, Job Search, Performance Management, Interviews, Human Resources, Interview Preparation, Employee Training, Career Assessment, Conflict Resolution, Cover Letters, Mock Interviews, Applicant Tracking..., New Hire Orientations, Job Fairs, Program Development, Microsoft Office, Program Management, Customer Service, Leadership, Community Outreach, Strategic Planning, Public Speaking, Research, Social Media, Microsoft Excel, Microsoft Word, Management, PowerPoint, Data Entry, Team Building, Public Relations, Project Management, Teaching
Education
Howard University
CDA Capital Partners, LLC March 2011 - Present
Merrill Lynch August 2004 - April 2008
Skills
Financial Modeling, Valuation, Equity Research, Finance, Leadership, Financial Analysis, Emerging Markets, Corporate Finance, Equities, Private Equity, Due Diligence, Investment Banking, Business Strategy, Investments, Marketing, Competitive Analysis, Excel Models, Project Finance, Solar Energy, Financial Services, Financial Structuring
Education
IESE Business School 2008 — 2010
MBA, International Business
Isenberg School of Management, UMass Amherst 2000 — 2004
BBA, Finance & Operations Management
Ameriprise Financial Services, Inc. July 2012 - Present
Wells Fargo Advisors May 2007 - July 2012
Merrill Lynch June 2005 - April 2007
Citibank April 2003 - April 2005
Education
Humboldt State University 1999 — 2001
Business Administration, International Business & German
Santa Rosa Junior College 1993 — 1999
Associates in Arts, Liberal Arts
Thrivent Financial April 2004 - Present
Choice Products USA 1992 - 2004
Merrill Lynch 1986 - 1988
Skills
Financial Services, Investments, Investment Strategies, Life Insurance, Asset Allocation, Insurance, Financial Analysis, Retirement, Securities, Comprehensive Financial..., Estate Strategies, Asset Strategies, Wealth Strategies
Education
Illinois State University 1981 — 1985
BS, Marketing and Management
Rodan + Fields May 2014 - Present
Merrill Lynch August 1999 - October 2004
Skills
Direct Sales, Customer Relations, Finance, Time Management, Multi-Unit, Investments, Wealth Management..., Money Management, Marketing, Social Media, Social Networking, Financial Accounting, Financial Reporting, Organizational..., Fitness, Tennis, Financial Planning, Financial Services, Retirement Planning, Risk Management
Education
Illinois State University 1995 — 1999
Bachelor's Degree, Finance, General
Citi April 2005 - June 2014
Citi August 2004 - April 2005
Merrill Lynch October 1984 - January 2002
Skills
Change Control, Release Management, Process Automation, IBM Build Forge, Buld Forge RAFW, IT Infrastructure..., Database Administration, Microsoft SQL Server, MCSE 2000, Microsoft DNS, Active Directory..., Project Coordination, Red Hat Linux, MVS Unix, Telecommunications..., SLES, Management, Microsoft Certified..., System Deployment, Data Center
Education
Hudson County Community College
AAS- Associates Applied Science, Data Processing
The Career Center, New York, NY - Microsoft Certified
Microsoft Windows Certified, Windows MCSA, and MCSE, MCP ID# 2684539
Practice Fusion February 2014 - Present
Genentech April 2013 - February 2014
Intuitive Surgical April 2012 - October 2012
Northrop Grumman Corporation July 2011 - April 2012
Oakland Raiders June 2010 - July 2010
Black Entertainment Television June 2009 - August 2009
Creative Artists Agency June 2008 - July 2008
KPMG June 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Merrill Lynch June 2005 - August 2005
Skills
Government, Outlook, Process Improvement, Negotiation, Management, Leadership, Strategy, Procurement, Finance, CRM
Education
University of Illinois College of Law 2008 — 2011
J.D.
Howard University 2007 — 2008
M.B.A.
Howard University 2003 — 2007
B.B.A., Accounting
Merrill Lynch December 2007 - Present
Skills
Retirement Planning, Investment Advisory, Asset Management, Public Speaking, Coaching, Leadership, Risk Management
Education
Illinois State University 2002 — 2006
Bachelor of Science (BS), History/Economics
Urban Partnership Bank November 2011 - Present
Merrill Lynch March 2010 - May 2011
Pacific Coast Bankers' Bank October 2007 - February 2010
Bridger Commercial Funding February 2006 - October 2007
Fidelity Investments December 2004 - January 2006
Aon January 2002 - November 2002
The Marmon Group April 1999 - January 2002
American Express June 1995 - April 1999
Skills
Board of Directors -..., Turnaround Management..., Portfolio Management, Loans, Credit, Finance, Due Diligence, Financial Modeling, Financial Analysis, Investments, Valuation, Financial Risk, Underwriting, Loan Origination, Cash Management, Structured Finance, Financial Services, Cash Flow
Education
Illinois Institute of Technology 2003 — 2004
Master of Business Administration (MBA), Business Administration and Management, General, 3.5
San Diego State University-California State University 1990 — 1995
Bachelor's degree, Accounting and Finance
EMC December 2014 - Present
The Sage Group February 2010 - Present
Synchrony Financial September 2014 - December 2014
Insurance Auto Auctions February 2013 - September 2014
JP Morgan August 2007 - February 2013
SunGard March 2006 - August 2007
Merrill Lynch January 2005 - March 2006
Lyons Township High School May 2001 - January 2005
US Navy August 1991 - August 2001
Skills
SDLC, Requirements Analysis, SQL, Disaster Recovery, Microsoft SQL Server, Agile Methodologies, Enterprise Architecture, Software Development, Vendor Management, Active Directory, VMware ESX, VMware Infrastructure, Integration, Business Analysis, Process Improvement, Virtualization, Software Project..., IIS, Windows Server, Security, Cloud Computing, IT Management, Solution Architecture, Project Management, Linux, System Administration, ITIL, Data Center, IT Strategy, Requirements Gathering, Databases, IT Service Management, IT Operations, Servers, Program Management, Visio, Unix, System Deployment, VMware, Operating Systems, SAN, Microsoft Exchange, Cluster, Firewalls, Consolidation, Systems Engineering, System Architecture, Strategic Planning, Networking, SharePoint
Education
Keller Graduate School of Management of DeVry University 2009 — 2012
Master of Business Administration (MBA), MBA concentration in Information Security, 4.0
New Hampshire College 1997 — 1999
Bachelor, Computer Information Systems
Illinois Institute of Technology 1993 — 1995
AMA
AMA
AMA
ITED
PNC July 2014 - Present
Merrill Lynch August 2011 - June 2014
Education
Wilfrid Laurier University
Bachelor of Arts (B.A.), Economics
Humber College
Business Diploma, Professional Golf Management
UBS Financial Services, Inc. January 2009 - Present
Merrill Lynch June 2000 - January 2009
Education
Southern Illinois University, Edwardsville 1993 — 1995
Master of Business Administration (M.B.A.)
Illinois State University 1985 — 1989
Bachelor's degree, Finance
Johnson & Johnson April 2001 - Present
Merrill Lynch April 1998 - April 2001
Telcordia Technologies March 1995 - April 1998
Dendrite International Inc March 1992 - April 1995
Skills
Process Improvement, Cross-functional Team..., SharePoint, IT Strategy, Vendor Management, Disaster Recovery, Project Management, Visio, Integration, SDLC, IT Management, ITIL, Business Analysis, Management, Project Portfolio..., PMP, ERP, Leadership
Education
Illinois Institute of Technology 1989 — 1992
M.S. in Computer Science
S.V.R. College of Eng. & Tech., India 1983 — 1987
B.S. in Electrical & Computer Engineering,
UBS Financial Services, Inc. 2011 - Present
Merrill Lynch 2004 - 2011
Merrill Lynch 2002 - 2004
Merrill Lynch 1999 - 2002
Merrill Lynch 1998 - 1999
Merrill Lynch 1989 - 1999
Education
Idaho State University
BS, Economics & Accounting
ACON Investments May 2011 - Present
IE Business School November 2010 - December 2011
Permira June 2011 - October 2011
Merrill Lynch June 2008 - June 2010
Merrill Lynch June 2007 - August 2007
Adara Venture Partners November 2006 - December 2006
Skills
Private Equity, Financial Modeling, Strategy, Investment Banking, Mergers, Valuation
Education
IE (Instituto de Empresa) 2010 — 2011
MBA
New York University - Leonard N. Stern School of Business 2004 — 2008
B.S., Finance, Marketing
Bloomberg BNA January 2013 - Present
The Law Office of Jeremy J. Milo, PLLC July 2011 - Present
Reaching 4 Autism Miracles, Inc. January 2010 - Present
Robert Half Legal January 2012 - January 2013
Pesner Kawamoto Conway, PLC October 2007 - April 2011
EEOC January 2005 - April 2005
EEOC August 2004 - December 2004
Merrill Lynch September 2000 - December 2000
Skills
Estate Planning, Finance, Wills, Trusts, Non-profits, Alternative Dispute..., Estate Tax Planning, Legal Research, Legal Writing, Corporate Law, Mediation, Real Estate, Legal Assistance, Contract Negotiation
Education
University of Miami School of Law 2006 — 2007
Masters of Law (LL.M.), Estate Planning
Howard University School of Law 2002 — 2005
Juris Doctor, Law
The College of William and Mary 1998 — 2002
Bachelor of Business Administraiton, Finance
Coral Fire IT Consulting & Development March 2012 - Present
Merrill Lynch March 2010 - April 2012
Bank of America June 2001 - May 2005
Bank of America January 2000 - 2001
Unilever 1993 - 2000
Skills
Team..., Technical Project..., Web Development, FIX Protocol, Market Data, Knowledge of Low..., Exchange Connectivity, Financial Systems Tools..., PERL, BASH, JavaScript, HTML5, JSON, SQL database design, Linux development, Arduino, Industrial Controls, Erlang, C#, Coaching, Teaching, Team Building, Team Leadership, .NET, SharePoint, SQL, Perl, Project Management, Linux, Networking, Databases, Low Latency, Data Center, Electronic Trading, Trading Systems, Options, Business Analysis, Equities, Equity Trading
Education
Parent Leadership Training Institute 2007 — 2008
Illinois Institute of Technology 1987 — 1991
BS, Electrical Engineering
Parent Leadership Training Institute
Merrill Lynch May 2009 - December 2009
Bonefish Grill October 2006 - October 2009
RKL Inc. DBA Miss Susie's On Main June 2004 - March 2007
Hillcrest Elementary School August 2004 - May 2005
Rawl's Warehouse June 2003 - May 2004
Education
Huntingdon College 2005 — 2009
Bachelors of Science, Business Administration
Kohlberg Kravis Roberts & Co. July 2014 - Present
Kohlberg Kravis Roberts & Co. July 2011 - Present
Mercury Capital Advisors October 2009 - June 2011
Merrill Lynch June 2007 - October 2009
Skills
Fundraising, Financial Analysis, Due Diligence
Education
Howard University 2003 — 2007
BBA, Summa Cum Laude, Finance
Ferrari Financial Services December 1998 - Present
Leaders in Business Development Marketing Executive in the Greater Denver Area 2013 - Present
Merrill Lynch June 1992 - December 1998
Cushman & Wakefield March 1984 - May 1992
Skills
Investments, Real Estate, Investors, Financial Analysis, Sales Management, Finance, Commercial Real Estate, Financial Services, Investment Properties, Sellers, Business Development, Business Strategy, B2B Marketing Strategy, Marketing Strategy, Contract Negotiation, Sales Presentations, Key Business Skills, Sales, Negotiation, New Business Development
Education
Illinois State University
Bachelor of Science (BS), Accounting and Finance
Merrill Lynch August 2015 - Present
Anderlen Partners May 2013 - Present
Leave No Veteran Behind January 2013 - Present
Hult International Business School September 2012 - August 2013
Target February 2012 - September 2012
Target February 2012 - September 2012
Target August 2010 - April 2012
Luther College August 2007 - May 2010
Luther College January 2007 - May 2010
National Sports Center May 2009 - August 2009
Skills
Leadership Development, Talent Management, Delivering Results, Building Relationships, Conflict Management, Public Speaking, Change Management, Strategic Planning, Project Planning, Succession Planning, Logistics Management, Presenter, Program Management, Marketing Strategy, Team Leadership, Marketing, Sales, Business Development, Business Planning, Management, Customer Service, Event Management
Education
Hult International Business School 2012 — 2013
Master in International Business, Business Administration, Management and Operations
Luther College 2006 — 2010
BA, Communication Studies and Business Management
United World College of the Atlantic 2004 — 2006
IB, Design and Technology, Peace and Conflict Studies
San Francisco Javier High School 1998 — 2004
Merrill Lynch February 2007 - Present
Smith Barney June 1997 - February 2007
Smith Barney June 1997 - February 2007
Rolfe and Nolan / Brokerage Systems January 1980 - May 1994
Rolfe & Nolan 1992 - 1994
Baxter Healthcare October 1974 - December 1979
International Minerals & Chemical February 1972 - September 1974
IBM January 1969 - February 1972
Skills
Asset Allocation, Alternative Investments, Wealth Management, Retirement, Retirement Planning, Hedge Funds, Securities, Fixed Annuities, Fixed Income, Investments, Series 7, Equities
Education
Northwestern University - Kellogg School of Management 1969 — 1972
MBA, Finance
Illinois Institute of Technology 1967 — 1969
BSES, Engineering Science
United States Air Force Academy 1964 — 1967
Engineering Science
St. Helena Hospital January 2008 - Present
Merrill Lynch July 2000 - May 2006
Education
Samuel Merritt University 2006 — 2007
BSN
University of Phoenix 1997 — 1999
Humboldt State University 1979 — 1982
Burnett Commodities, Inc. March 2011 - Present
Lifetime Financial Partners October 2006 - October 2007
Heartland Home Finance July 2002 - October 2006
Prudential Securities, Inc. April 2000 - April 2002
ABN AMRO June 1997 - April 2000
Merrill Lynch February 1990 - March 1997
Shearson 1980 - 1989
Skills
Trading, Options, Commodities, Hedging, Electronic Trading, Proprietary Trading, Commodity, Derivatives, Risk Management, Loans, Credit, Series 7, Mortgage Lending, Leadership, Banking, Financial Markets, FX Options, Equities, Financial Risk, Finance, Strategy, Mutual Funds, Equity Trading, Portfolio Management, Hedge Funds, Series 63, Alternative Investments, Structured Finance
Education
Keller Graduate School of Management of DeVry University 1994 — 1997
MBA
Illinois College 1967 — 1972
BA
Village Toys LLC February 2013 - Present
QBF June 2008 - Present
Finnegan's Toys and Gifts / Finnegan's Village Toys 2010 - January 2013
Resnick and Associates July 2008 - May 2009
Merrill Lynch June 2006 - May 2008
Smith Barney Homeloan Program (Citimortgage) December 2004 - February 2006
Smith Barney April 2001 - December 2004
Humboldt State University Athletic Department August 1998 - December 2000
Solo Sports June 1992 - August 1997
Skills
Financial Planning, Asset Management, Insurance, Cash Management, Credit, Management Consulting, Consultative Selling, Business Management, Customer Service, Team Building, Contact Management, Investments, Series 7, Annuities, Mutual Funds, Portfolio Management, Wealth Management, Risk Management, Small Business, Securities, Business Strategy, Strategic Financial..., New Business Development, Asset Managment, Leadership, Management, Loans, Selling, Finance, Mortgage Lending, Coaching, Sales
Education
Humboldt State University
a Bachelor of Arts, Journalism
Dana Hills High School 1984 — 1988
California Landmark Group September 2012 - Present
Yodle 2010 - 2011
Keystone Strategic Partners August 2009 - October 2009
RPA June 2009 - August 2009
George Smith Partners June 2008 - August 2008
Merrill Lynch May 2007 - August 2007
A2 Venture Partners LLC May 2007 - August 2007
RPA June 2005 - August 2005
Skills
Management, Valuation, Strategic Partnerships, Financial Modeling, Financial Analysis, Real Estate Development
Education
Washington University in St. Louis 2005 — 2009
BSBA, Finance, Entrepreneurship
The Interdisciplinary Center 2008 — 2008
Merrill Lynch May 2014 - Present
Morgan Stanley Wealth Management April 2011 - April 2014
BB & T Private Financial Advisor November 2005 - April 2011
Skills
Portfolio Management, Investments, Strategic Financial..., Retirement Planning, Wealth Management, Small Business Lending, Valuation, Wealth, Wealth Management..., Equities, Small Business, Business Planning, Commercial Lending, Financial Analysis, Strategic Planning, Investment Advisory, Securities, Credit, Mutual Funds, Financial Modeling, Banking, Corporate Finance, Uniform Combined State..., Capital Markets, Asset Management, Asset Allocation, Alternative Investments, Commercial Banking, Insurance, Mergers & Acquisitions, Investment Strategies, Private Equity, Risk Management, Retirement, Investment Banking, Series 7, Series 63, Due Diligence, Financial Services, 401k Rollovers, Bonds, Consumer Lending, Cross Selling, Emerging Markets, Finance, Financial Advisory, Financial Planning, Loans, Mortgage Lending, Retail Banking
Education
Howard University 1992 — 2004
Bank of America Merrill Lynch June 2007 - Present
Automatic Data Processing January 2004 - June 2007
Associated Press/ENPS July 2002 - January 2004
Merrill Lynch November 2000 - April 2002
Skills
SOA, XML, Project Management, Program Management, Application Architecture, ITIL, Client Co-ordination, WCF, MVVM, .NET, C#, Business Process, Management, Human Performance, Databases, Web Services, Business Analysis, SDLC
Education
New Jersey Institute of Technology 2001 — 2006
MBA, Management of Technology
Illinois Institute of Technology 1997 — 1999
MS, Chemical Engineering
Indian Institute of Technology, Mumbai 1995 — 1997
Master's degree (M.Tech), Chemical Engineering
Merrill Lynch July 2008 - Present
Morgan Stanley January 2002 - June 2008
Skills
Asset Allocation, Investments, Options, Retirement Planning, Strategic Financial..., Wealth Management, Portfolio Management, Series 7, Asset Management, Uniform Combined State...
Education
Illinois Institute of Technology 1999 — 2001
MBA, Econometrics
Wittenberg University 1989 — 1993
Bachelors, English, Economics
Merrill Lynch December 2011 - Present
Skills
Microsoft SQL Server, Business Analysis, Business Intelligence, Analytics, Project Management, Microsoft Word, Microsoft Excel, PowerPoint, Executive Reporting, Financial Services, Analysis, Data Analysis, Microsoft Office, Research
Education
Howard University 2004 — 2008
Bachelor of Business Administration (BBA), International Business
CSW Private Equity, LLC January 2003 - Present
CSW Private Equity, LLC. 2003 - Present
First Atlantic Capital April 2001 - April 2004
Merrill Lynch 1992 - 2001
Skills
Private Equity, Venture Capital, Corporate Development, Private Placements, Mergers, Valuation, Investment Banking, Due Diligence, Growth Capital, LBO, Alternative Investments, Capital Raising, Corporate Finance, Recapitalizations, Business Valuation, Investments, Financial Structuring, Hedge Funds, Deal Sourcing, IPO, Restructuring
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA, Finance and Accounting
Howard University
Howard University School of Law August 2010 - February 2013
US Securities and Exchange Commission September 2012 - December 2012
New York State Attorney General June 2011 - July 2011
Merrill Lynch July 2008 - July 2010
St. John's University 2004 - 2008
Skills
Capital Markets, Process Improvement, Banking, Finance, PowerPoint
Education
Howard University School of Law 2010 — 2013
J.D., Law
Saint John's University - Peter J. Tobin College of Business 2004 — 2008
Bachelor of Science, Finance
Merrill Lynch August 2010 - Present
Northwestern Mutual Financial Network May 2007 - April 2009
Hoopis Financial Group - Northwestern Mutual Financial Network May 2007 - April 2009
Skills
Series 6, Series 7, Series 63, Mutual Funds, Investments, Securities, Licensed Life Insurance..., Insurance, Life Insurance, Sales, Long-term Care, Disability Insurance, Fixed Annuities, Series 65
Education
Illinois State University 2003 — 2007
Finance
Bank of America April 2012 - Present
Bank of America June 2008 - May 2012
BP April 2007 - June 2008
JPMorgan Chase February 2005 - April 2007
JPMorgan Chase May 2003 - February 2005
JPMorgan Chase July 2002 - May 2003
Merrill Lynch June 2001 - August 2001
Skills
Credit, Banking, Financial Modeling, Credit Risk, Financial Analysis, Commercial Lending, Credit Analysis, Agribusiness, Export Finance, Financial Services, Relationship Management, Export-Import Bank, Trade Finance, Commercial Banking, Export, Underwriting, Grain, Manufacturing, Distribution, Finance, Loans
Education
Northwestern University 2011 — 2013
Certified Financial Planner (CFP) Certificate Program, Certified Financial Planning
Illinois State University 1998 — 2002
Bachelor's degree, Finance
Normal Community High School
Levenfeld Pearlstein September 2010 - Present
Geek Squad September 2009 - November 2010
Merrill Lynch April 2006 - September 2008
GameStop September 2004 - April 2006
Skills
Active Directory, Troubleshooting, Remote Desktop, Microsoft Office, Help Desk Support, XP, Technical Support, Windows, Printers, Outlook, Workstations, Microsoft Exchange, Citrix, SCCM, SharePoint, Backup Exec, Hardware Support, System Administration, Software Installation, Infrastructure, Software Documentation, Antivirus
Education
Illinois Institute of Art 2001 — 2005
Bachelors, 3-D Artist / Animator
DeVry University 2001 — 2002
No Degree Earned, Information Technology
Illinois Department of Financial and Professional Regulation February 2014 - Present
Illinois Department of Financial and Professional Regulation May 2012 - January 2014
Columbia College Chicago May 2011 - August 2011
Integrity Payment Systems August 2009 - July 2010
Harrison Street Real Estate May 2008 - August 2008
Government Accountability Office January 2008 - April 2008
Merrill Lynch June 2007 - August 2007
Skills
Microsoft Office
Education
Illinois Institute of Technology 2010 — 2013
JD, Law
Indiana University Bloomington 2005 — 2009
BS, Management
Umbra University - Perugia 2007 — 2007
Italian Studies
Community Health Systems June 2014 - Present
Eastern Maine Healthcare Systems September 2012 - June 2014
Eastern Maine Healthcare Systems October 2011 - October 2012
Eastern Maine Healthcare Systems October 2010 - October 2011
Webster Bank April 2010 - November 2010
Almost Family Health Care October 2008 - December 2009
Standard Metals, Inc. April 2009 - September 2009
Merrill Lynch April 2007 - October 2008
Gate Petroleum November 2006 - April 2007
Webster Bank September 2002 - July 2006
Skills
Active Directory, XP, Windows 7, Citrix, SharePoint, VMware, TCP/IP, Microsoft Exchange, Technical Support, Troubleshooting, Servers, DNS, Disaster Recovery, Security, ITIL, Operating Systems, Help Desk Support, Windows Server, Information Technology, Data Center, BMC Remedy, Networking, System Administration, IT Management, Windows, Hardware, Visio, Software Documentation, Cerner, Computer Hardware, Network Security, Access, Healthcare Information..., Training, CPOE, EMR, Group Policy, HIPAA, EHR, HL7, Windows XP, Program Management, Leadership, Informatics, Integration, Process Improvement, Information Systems, Ambulatory, Vendor Management, Management
Education
Husson University 1992 — 1996
BS, Business Marketing
Brewer High 1988 — 1992
Quadrant Management August 2005 - Present
Merrill Lynch 1999 - 2005
Education
IESE Business School 1999 — 1999
Finance
The University of Chicago Booth School of Business 1997 — 1999
MBA
University of Virginia
BA, Mathematics
BBVA Compass August 2015 - Present
Regions Investment Solutions January 2013 - July 2015
Merrill Lynch November 2012 - January 2013
Hancock Bank - Hancock Investment Services January 2009 - August 2012
Clear Channel Radio August 2005 - January 2009
Skills
Investments, Retirement Planning, Series 7, Wealth Management, Insurance, Securities, 401k, Asset Managment, Relationship Management, Financial Services, Advertising, Online Advertising, Radio, Direct Sales, Outside Sales
Education
Huntingdon College 2000 — 2004
ba, Business admin - marketing
Merrill Lynch June 2012 - Present
SUNY Adirondack August 2009 - May 2012
Trustco Bank February 2009 - May 2012
GAR Associates May 2006 - May 2008
Education
The College of St. Rose 2011 — 2013
MBA, Finance
Purchase College, SUNY 2003 — 2005
AD (Post-Grad), Music
Purchase College, SUNY 2001 — 2003
MM, Music
The College of Saint Rose 1996 — 2000
BA, Business/Music Industry
Hudson Valley Community College 1994 — 1996
AAS, Lib Arts
BCHS
Christian Brothers Academy
Huron Consulting Group September 2014 - Present
Mayer Brown LLP September 2011 - September 2014
SunGard Financial Systems March 2009 - July 2011
Merrill Lynch February 2002 - January 2009
Merrill Lynch November 1999 - February 2002
LEXIS Document Services April 1998 - November 1999
Ceridian Employer Services September 1995 - April 1998
Skills
Disaster Recovery, Business Continuity, Risk Management, Vendor Management, Data Center, Process Improvement, Program Management, Incident Management, Banking, IT Strategy, ITIL, Business Analysis, Information Technology, Business Continuity..., Project Management
Education
Illinois State University 1994 — 1995
Masters, History
University of Illinois at Urbana-Champaign 1990 — 1994
Bachelors, History
CGI October 2002 - Present
Purolator Courier February 2001 - November 2002
Purolator 2001 - 2002
Merrill Lynch November 1998 - February 2001
Toronto District School Board April 1985 - November 1998
Toronto District School Board 1985 - 1998
Skills
Enterprise Architecture, ITIL, Solution Architecture, IT Strategy, Virtualization, IT Service Management, Security, Cloud Computing, Data Center, Integration, SharePoint, Business Analysis, System Administration, Disaster Recovery, Requirements Analysis, Microsoft Exchange, Outsourcing, SDLC, IT Management, VMware, System Deployment, IT Operations, Infrastructure, Business Intelligence, Technical Support, Windows Server, Service Delivery, Citrix, VMware ESX, Microsoft Technologies, Architectures, High Availability, Architecture
Education
Humber College 1984 — 1985
Computer Programming
Loyalist College 1980 — 1982
Chemical Engineering Technology
Westmoreland CSD August 2014 - Present
Abram Lansing Elementary School April 2014 - June 2014
Capital Region BOCES February 2014 - April 2014
Niskayuna Central School District November 2013 - January 2014
GE Energy January 2011 - August 2011
GE Energy May 2010 - December 2010
GE March 2009 - September 2009
Boston Celtics September 2008 - January 2009
Merrill Lynch January 2008 - May 2008
College of Saint Rose January 2006 - January 2008
Education
State University of New York College at Cortland 2011 — 2013
M.S.T, Health Education
State University of New York College at Cortland 2006 — 2008
BS, Sport Management
Hudson Valley Community College 2004 — 2005
Business Administration
Schenectady high School 2000 — 2004
Siemens Canada Limited 2003 - Present
GE Capital IT Solutions 2000 - 2003
Merrill Lynch 1996 - 2000
Oracle 1995 - 1996
Household Finance 1993 - 1996
Skills
Performance Management, Talent Management, Succession Planning, Personnel Management
Education
Humber College
CHRM, Human Resources Management
York University
B.A., Communications & Sociology
Batteries Plus Bulbs September 2013 - Present
Work Source Oregon September 2012 - December 2012
Easter Seals, Inc. April 2012 - September 2012
Western & Southern Financial Group August 2006 - January 2008
Peregrine Financial Group November 2003 - March 2004
Barclays Capital Markets August 2001 - May 2003
Merrill Lynch September 1993 - October 2000
Merrill Lynch August 1988 - September 1993
Skills
Financial Markets, Trading, Derivatives, Risk Management, Fixed Income, Options, Bloomberg, Hedge Funds, Financial Services, Securities, Finance, Series 7, Technical Analysis, Investments, Commodity, Financial Risk, Asset Management, Portfolio Management, Banking, Relationship Management, Brokerage, FINRA, Capital Markets, Wealth Management, PowerPoint, Leadership, Hedging, Mutual Funds, Emerging Markets, Insurance, Business Development, Economics, Trading Systems, Equity Trading, Financial Analysis, Bonds, Electronic Trading, Employee Training, Interviews, Employee Benefits, Human Resources, Strategic Financial..., Asset Allocation, Investment Advisory, Commodities, Compliance, Risk, Senior Relationship..., Series 3, Back Office
Education
Illinois Institute of Technology 1998 — 2000
Continuing studies on financial markets
The University of New Mexico 1974 — 1979
Bachelor of Arts, Economics
Goldman Sachs October 2014 - Present
Financial Industry Regulatory Authority (FINRA) May 2011 - October 2014
FINRA Sponsored Investor Education & Justice Clinic January 2011 - May 2011
U.S. Securities and Exchange Commission September 2010 - December 2010
Federal Energy Regulatory Commission May 2010 - July 2010
Merrill Lynch April 2006 - May 2008
D'Amato & Lynch May 2004 - April 2006
Charles Juntikka & Associates May 2003 - July 2003
Law Offices of Richard J. Katz August 2002 - April 2003
Davis Wright Tremaine LLP December 1999 - April 2002
Skills
Compliance, Securities Regulation, Financial Regulation
Education
Howard University School of Law 2008 — 2011
J.D.
New York University 2000 — 2004
B.A., Politics and Journalism
Stuyvesant High School 1996 — 2000
iGeek Training February 2012 - Present
With INtuition January 2011 - April 2013
Context International July 2011 - January 2012
Apple April 2009 - March 2011
Apple Inc. October 2007 - April 2009
Apple Inc. July 2005 - October 2007
Montessori Tides January 2004 - November 2004
Merrill Lynch December 2001 - January 2004
Randstad November 2001 - December 2001
Skills
Mac, Coaching, Mac OS X, Customer Service, Troubleshooting, Teaching, Customer Satisfaction, Public Speaking, Customer Relations, Networking, Personal Development, OS X, Team Building, Microsoft Word, Strategic Planning, Training, Leadership, Social Networking, Small Business, Sales, Management, iPhone, iPad, Facebook, iLife
Education
Bennett Stellar University 2010 — 2010
Life coach, NLP, Hypnosis, Reiki
Huntingdon College 1992 — 1995
BA, Computer Science
CIBC World Markets November 2001 - Present
Merrill Lynch July 1999 - October 2001
Midland Walwyn Capital March 1993 - July 1999
Gordon Capital Corp. August 1989 - February 1993
Education
Humber College 1983 — 1987
Business Administration
Merrill Lynch Administrative AssistantSouth Shore Savings BankMay 1998 - March 2004
Education
Illinois State University 1977 — 1981
Bachelors, Merchandising & Marketing
Northern Trust Asset Management June 2012 - Present
Northern Trust March 2011 - June 2012
Northern Trust July 2008 - May 2011
Educational Investment Fund January 2007 - May 2007
Merrill Lynch December 2004 - January 2007
Skills
Bloomberg, Investments, Financial Markets, Fixed Income, Financial Analysis, Risk Management, Valuation, Financial Modeling, Strategic Financial..., Financial Statement..., Asset Managment, Corporate Finance, Derivatives, Investment Management, ETFs, Bonds, Bloomberg Terminal, Quantitative Analytics, Trading Systems, Accounting
Education
Illinois State University 2004 — 2008
BS, Finance, Business Education
Merrill Lynch 2006 - Present
The Ayco Company, L.P., a Goldman Sachs Company January 1996 - July 2006
Skills
Investments, Portfolio Management, Wealth Management, Series 7, Asset Allocation, Retirement Planning, Mutual Funds, Series 63, Alternative Investments, Strategic Financial..., Asset Management
Education
State University of New York at Albany 1990 — 1992
Bachelor's Degree, Finance, General
Hudson Valley Community College 1988 — 1990
Associate of Science (A.S.), International Business
Niskayuna High School 1984 — 1988
Merrill Lynch October 2000 - Present
Skills
Financial Modeling, Financial Analysis, Customer Service, Public Speaking, Leadership
Education
Humboldt State University 1992 — 1997
Bachelor's degree, Business Administration and Management, General
Ware Family Office April 2013 - Present
KL Construction May 2005 - April 2013
Colorado State Bank and Trust October 2009 - October 2010
Wells Fargo June 2004 - October 2009
Merrill Lynch February 2000 - February 2004
Skills
Series 7, Series 24, Series 63, Series 65, Investments, Insurance, Strategic Financial..., Private Banking, Retail Banking, Finance, Wealth Management, Portfolio Management, Financial Services, Mutual Funds, Financial Planning
Education
Idaho State University
Bachelor of Business Administration (BBA), Finance, General
University of Colorado at Boulder
Everest Wealth Management August 2009 - Present
Merrill Lynch September 2000 - July 2009
JP Morgan May 1989 - September 2000
First Chicago 1989 - 2000
Education
Illinois State University 1988 — 1990
B.S., Finance
Elzey Financial Group "an Independent Firm" March 2009 - Present
Raymond James Financial Services Inc, Member FINRA/SIPC March 2009 - Present
Merrill Lynch February 1999 - March 2009
YWCA of Spokane 2002 - 2009
Education
Humboldt State University 1991 — 1995
BA, Business
Hartford Financial Services December 2001 - Present
Merrill Lynch 2005 - 2007
AMVESCAP 2001 - 2005
Qwest Communications September 1999 - February 2001
QWIZ Inc. December 1997 - April 1999
Sprint Telecommunications 1996 - 1997
Sales Technologies 1990 - 1995
Skills
Software Development, Project Management
Education
Huntingdon College
BA, Mathematics
Gates Millennium Scholars Program December 2013 - Present
Howard University June 2012 - December 2013
Howard University August 2011 - May 2012
Department of Employment Services - D.C. Government May 2010 - August 2010
Merrill Lynch May 2006 - August 2006
Skills
Community Outreach, Public Speaking, Non-profits, Research, Fundraising, Higher Education..., Mentoring, Leadership Development, Program Development, Data Analysis, Nonprofits, Microsoft Word, Student Affairs, Social Media, Event Planning, Grant Writing, Event Management, Leadership, Social Networking, Organizational..., Editing, Public Policy, Volunteer Management, Program Evaluation, Public Relations, Stakeholder Engagement
Education
Howard University School of Law 2009 — 2012
JD, Law
Howard University 2004 — 2009
B.A., Political Science /Business
Caterpillar Inc. June 2014 - Present
Caterpillar Inc. November 2011 - June 2014
Caterpillar Inc. January 2010 - November 2011
Caterpillar, Inc June 2008 - January 2010
Caterpillar Inc. May 2007 - June 2008
Merrill Lynch December 2006 - January 2007
Skills
Accounting, General Ledger, Account Reconciliation, Accounts Receivable, Access, Microsoft Excel, Invoicing, Journal Entries, Analysis, Leadership, Management, Microsoft Office, Business Analysis, Finance, Financial Reporting
Education
University of Illinois Springfield 2008 — 2010
MBA, Business Administration
Illinois College 2004 — 2007
Bachelor of Science, Accounting, Finance, Business Management, 4.0/4.0
Metamora Township High School 2000 — 2004
Fort Sanders Yacht Club 2013 - Present
Capital Financial Group, LLC March 2012 - October 2013
Self Employed May 2003 - December 2011
Merrill Lynch May 2011 - August 2011
Tom Jones Drug August 1998 - May 2003
Skills
Finance, Strategic Financial..., Marketing, Disability Insurance, Life Insurance, Team Building, Strategic Planning, Retirement Planning, Customer Service, Securities, Leadership, Retirement
Education
Lynchburg College 2010 — 2011
Bachelor of Arts (B.A.), Economics
Humboldt State University 2006 — 2007
B.S., Economics
Lynchburg College 1999 — 2002
B.S., Biology
China Asset Management Company September 2013 - Present
Hult International Business School September 2011 - August 2012
Finance & Accounting September 2012 - June 2013
Merrill Lynch April 2012 - August 2012
2009-2011 September 2009 - May 2011
Skills
Data Analysis, Microsoft Excel, SQL, Investment Banking, Financial Modeling, Corporate Finance, Financial Analysis, Stock Market Analysis, Statistical Modeling, Quantitative Finance, MS VC++, Valuation, Portfolio Management, Investments, Bloomberg, Derivatives, Finance, Emerging Markets, Market Research, Competitive Analysis, Economics, Quantitative Analytics, Management Consulting
Education
Hult International Business School 2011 — 2012
Master, International Finance
Wuhan University 2007 — 2011
Bachelor, Economics & Engineering
Merrill Lynch
Skills
Alternative Investments, Asset Allocation, Asset Managment, Bloomberg, Bonds, Banking, Business Strategy, Capital Markets, Corporate Finance, Derivatives, Emerging Markets, Equities, Financial Analysis, Financial Markets, Financial Modeling, Financial Structuring, Hedge Funds, Fixed Income, Investment Advisory, Investment Strategies, Investments, Investment Banking, Management, Mutual Funds, Portfolio Management, Private Banking, Risk Management, Securities, Series 7, Strategic Financial..., Strategic Planning, Structured Finance, Structured Products, Trading, Valuation, Wealth Management...
Education
Hult International Business School 2001 — 2002
Msm, Finance
Rioclaro
Universidad Católica Andrés Bello
Ingeniero, Industrial
Mora Wealth January 2013 - Present
Merrill Lynch August 1988 - 2012
Education
Instituto de Empresa 1980 — 1981
Master Gerencia Empresas
Universidad Complutense de Madrid 1973 — 1978
Business Administration
Merrill Lynch March 2007 - Present
Merrill Lynch 2007 - 2008
Bank of America 2005 - 2007
Bank of America 2001 - 2005
Skills
Due Diligence, Policy, Banking, Risk Management, Capital Markets, Financial Risk, Securities, AML, Investments, Financial Services
Education
Husson University
Associate's degree studies, Business Administration and Management
SunGard Financial Systems January 2013 - Present
State Street January 2001 - August 2011
Merrill Lynch February 1999 - January 2001
Skills
Bloomberg, Fixed Income, Equities, Fund Accounting, Swaps, Excel, Derivatives, Options, Accounting, Microsoft Office, Mutual Funds, Hedge Funds, Financial Services, Securities, Fund Administration
Education
Rider University 1996 — 1998
BS, Accounting
Howard University 1992 — 1994
Accounting
Merrill Lynch October 2010 - Present
Bank of America Home Loans October 2006 - October 2010
Wells Fargo Bank March 2003 - October 2006
Education
Howard University
University of Maryland College Park
BS, Biochemistry
Springdale Dental Centre September 2009 - Present
Macquarie 2005 - 2011
Blackmont Capital 2005 - 2011
CIBC Wood Gundy 2003 - 2005
Merrill Lynch 1999 - 2003
Merrill Lynch 1997 - 1999
Skills
Wealth Management, Equities, Securities, Investments, Fixed Income, Portfolio Management, Mutual Funds, Financial Services, Investment Advisory, Investment Strategies, Asset Managment, Strategic Planning, Business Planning, Project Management
Education
Humber College
Post Graduate Degree, Public Relations, Advertising, and Applied Communication
York University
Bachelor of Arts (B.A.), Economics
Merrill Lynch April 2004 - March 2012
ABN AMRO Inc. January 1997 - April 2004
The Chicago Corporation March 1985 - December 1996
Skills
Series 7, Options, Equities, Securities, CRM, Series 24, Trading, Trading Systems, Financial Markets, Fixed Income, Hedge Funds, Equity Trading, Series 63, Electronic Trading, Derivatives
Education
Illinois Institute of Technology
MS Financial Markets & Trading, Financial Markets
Southern Illinois University, Carbondale
Bachelor of Arts (BA), Economics
Copperwood Energy July 2012 - Present
Centaurus Energy August 2010 - June 2012
Mercuria Energy Trading S.A. August 2009 - July 2010
Merrill Lynch May 1997 - May 2009
Skills
Natural Gas, Trading, Energy, Risk Management, Commodity Markets
Education
Texas A&M University 1995 — 1997
Master of Business Administration (MBA), Finance, General
Huntingdon College 1991 — 1995
Bachelor of Arts (BA), Business Administration and Management, General
BANCO SABADELL April 2008 - Present
BBVA Miami July 2003 - April 2008
BBVA Rep Office - Caracas Venezuela 1998 - July 2003
BBO Servicios Financieros 1995 - 1997
Merrill Lynch 1996 - 1996
Skills
Spanish-English, Private Banking, Banking, Credit, Financial Analysis, Portfolio Management, Loans, Risk Management, Investments, Wealth Management, Foreign Exchange, Financial Advisory, Asset Management
Education
IESA 2000 — 2003
Master's degree, Finance, General
Universidad Metropolitana (VE) 1991 — 1997
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Chicago Clearing Corporation January 2014 - Present
Chicago Clearing Corporation November 2008 - Present
Merrill Lynch May 2005 - November 2008
Pax Clearing Corporation December 2002 - May 2005
Education
Illinois Institute of Technology 1999 — 2002
Master's degree, Financial Markets
Northern Illinois University 1990 — 1994
Bachelor's degree, Economics
Gemtec Int Corp. January 2010 - Present
Credit Suisse 2008 - 2010
Merrill Lynch 2008 - 2008
Citi 2002 - 2002
Skills
New Business Development, Product Development, Sales Management, Strategic Planning, Marketing Strategy, Consumer Electronics, Product Management, Product Marketing, Business Strategy, Sales, Team Building, Start-ups, Marketing, Negotiation, Customer Service, Business Development, Management, Project Management, Retail, Manufacturing
Education
IESE Business School - University of Navarra 2006 — 2008
Master of Business Administration (MBA), Finanzas, general
Universidad Metropolitana (VE) 1997 — 2002
Bachelor of Business Administration (B.B.A.)
Capitol Federal Savings Bank December 2014 - Present
Merrill Lynch June 2014 - Present
Education
The University of Kansas 2012 — 2016
Bachelor’s Degree, Finance, General
Johnson County Community College 2012 — 2014
Hutchinson Community College 2012 — 2012